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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
151
Conning Inc
Connecticut
$4.09M +$472K +19,914 +13%
5L
152
55I LLC
Massachusetts
$4.02M +$1.33M +56,250 +52%
BAM
153
Berkshire Asset Management
Pennsylvania
$3.99M -$8.74K -369 -0.2%
TWP
154
Transparent Wealth Partners
Arkansas
$3.83M +$3.71M +156,807 New
BDF
155
Black Diamond Financial
Maryland
$3.81M +$1.17M +49,416 +46%
PWM
156
Perigon Wealth Management
California
$3.8M +$325K +13,737 +10%
LFP
157
Leeward Financial Partners
Washington
$3.76M +$3.65M +154,119 New
EWA
158
EP Wealth Advisors
California
$3.73M +$117K +4,944 +3%
BBPWM
159
Blue Bell Private Wealth Management
Pennsylvania
$3.66M -$129K -5,463 -4%
SWM
160
Sculati Wealth Management
Michigan
$3.59M +$68.6K +2,895 +2%
HIF
161
Hill Island Financial
Michigan
$3.47M +$3.37M +142,251 New
AC
162
Avant Capital
Louisiana
$3.46M +$3.36M +141,822 New
CSPIA
163
Cary Street Partners Investment Advisory
Virginia
$3.46M -$99.1K -4,185 -3%
AA
164
Apriem Advisors
California
$3.43M +$33.8K +1,425 +1%
NSAM
165
North Star Asset Management
Wisconsin
$3.42M -$26.6K -1,122 -0.8%
BWM
166
BerganKDV Wealth Management
Minnesota
$3.41M -$176K -7,446 -5%
MMHP
167
Murphy Middleton Hinkle & Parker
Georgia
$3.4M +$106K +4,473 +3%
PAG
168
Private Advisor Group
New Jersey
$3.4M -$1.87M -78,945 -36%
RCIM
169
Red Cedar Investment Management
Michigan
$3.38M – – –
PA
170
Parallel Advisors
California
$3.36M +$738K +31,176 +29%
VBWMG
171
Von Berge Wealth Management Group
California
$3.36M +$3.36M +141,792 New
DAS
172
Dynamic Advisor Solutions
Arizona
$3.34M -$705K -29,781 -18%
VC
173
Veery Capital
Delaware
$3.29M +$538K +22,704 +20%
ACG
174
Allen Capital Group
Nebraska
$3.25M -$26.9K -1,137 -0.8%
SFG
175
Sovereign Financial Group
Connecticut
$3.24M -$78.2K -3,303 -2%
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